Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio Holdings

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.37 Billion
  • Q2 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.37 Billion distributed in 984 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Momentum Fact with a value of $248M, Vanguard Sht Trm Inflt Prot Fd with a value of $205M, Vanguard Sht Term Corp Bd ETF with a value of $179M, Ishares Msci Usa Quality Facto with a value of $174M, and Nvidia Corp with a value of $174M.

Examining the 13F form we can see an increase of $522M in the current position value, from $3.85B to 4.37B.

Below you can find more details about Empirical Financial Services, LLC D.B.A. Empirical Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $4.37 Billion
ETFs: $2.85 Billion
Technology: $635 Million
Financial Services: $177 Million
Communication Services: $146 Million
Industrials: $130 Million
Consumer Cyclical: $125 Million
Consumer Defensive: $116 Million
Healthcare: $92.8 Million
Other: $91.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.7B
$2.42 Million 0.06% of portfolio
82,185
Q2 2025 Added 8.98%
$99.2B
$2.65 Million 0.06% of portfolio
9,622
Q2 2025 Added 8.19%
$232B
$2.7 Million 0.06% of portfolio
9,898
Q2 2025 Added 13.28%
$139B
$2.16 Million 0.05% of portfolio
17,557
Q2 2025 Added 449.17%
$203B
$2.33 Million 0.05% of portfolio
29,494
Q2 2025 Reduced 14.02%
$367B
$2.22 Million 0.05% of portfolio
16,260
Q2 2025 Added 21.69%
$54.7B
$2.28 Million 0.05% of portfolio
39,075
Q2 2025 Added 4.26%
$153B
$2.26 Million 0.05% of portfolio
4,452
Q2 2025 Added 7.3%
$40.9B
$2.35 Million 0.05% of portfolio
22,077
Q2 2025 Added 29.67%
$302B
$2.37 Million 0.05% of portfolio
29,610
Q2 2025 Added 2.77%
$182B
$2.26 Million 0.05% of portfolio
24,266
Q2 2025 Added 12.51%
$152B
$2.25 Million 0.05% of portfolio
10,153
Q2 2025 Added 5.32%
$187B
$2.06 Million 0.05% of portfolio
5,071
Q2 2025 Reduced 5.39%
$135B
$2.38 Million 0.05% of portfolio
10,356
Q2 2025 Added 8.93%
$182B
$2.15 Million 0.05% of portfolio
49,658
Q2 2025 Added 28.59%
$217B
$2.37 Million 0.05% of portfolio
410
Q2 2025 Added 23.12%
$95.3B
$1.76 Million 0.04% of portfolio
7,951
Q2 2025 Added 8.53%
$120B
$1.77 Million 0.04% of portfolio
19,719
Q2 2025 Added 6.04%
$39.6B
$1.9 Million 0.04% of portfolio
27,900
Q2 2025 Added 11.64%
$57.4B
$1.72 Million 0.04% of portfolio
7,067
Q2 2025 Added 14.08%
$185B
$1.71 Million 0.04% of portfolio
20,063
Q2 2025 Added 5.56%
$70.9B
$1.54 Million 0.04% of portfolio
16,906
Q2 2025 Reduced 12.82%
$37.5B
$1.74 Million 0.04% of portfolio
35,359
Q2 2025 Added 18.14%
$61.9B
$1.66 Million 0.04% of portfolio
6,191
Q2 2025 Reduced 5.91%
$43.6B
$1.8 Million 0.04% of portfolio
22,139
Q2 2025 Added 8.99%
$169B
$1.76 Million 0.04% of portfolio
3,245
Q2 2025 Added 12.4%
$201B
$1.8 Million 0.04% of portfolio
2,290
Q2 2025 Added 9.2%
$47.6B
$1.92 Million 0.04% of portfolio
24,516
Q2 2025 Reduced 0.88%
$9.88B
$1.91 Million 0.04% of portfolio
219,880
Q2 2025 Reduced 12.38%
$86.2B
$1.65 Million 0.04% of portfolio
5,655
Q2 2025 Added 3.97%
$92.8B
$1.62 Million 0.04% of portfolio
4,730
Q2 2025 Added 16.99%
$101B
$1.79 Million 0.04% of portfolio
8,205
Q2 2025 Added 14.96%
$207B
$1.92 Million 0.04% of portfolio
15,460
Q2 2025 Added 4.71%
$70.4B
$1.93 Million 0.04% of portfolio
30,762
Q2 2025 Added 12.8%
$31B
$1.71 Million 0.04% of portfolio
7,841
Q2 2025 Reduced 28.06%
$47.2B
$1.94 Million 0.04% of portfolio
21,678
Q2 2025 Added 13.31%
$28.1B
$1.1 Million 0.03% of portfolio
10,420
Q2 2025 Reduced 29.96%
$34.4B
$1.27 Million 0.03% of portfolio
13,344
Q2 2025 Added 58.56%
$13B
$1.47 Million 0.03% of portfolio
36,726
Q2 2025 Added 0.8%
$4.62B
$1.12 Million 0.03% of portfolio
4,037
Q2 2025 Added 17.59%
$731M
$1.35 Million 0.03% of portfolio
47,232
Q2 2025 Added 23.08%
$7.16B
$1.5 Million 0.03% of portfolio
15,348
Q2 2025 Added 9.4%
$94.4B
$1.35 Million 0.03% of portfolio
19,071
Q2 2025 Reduced 5.09%
$141B
$1.33 Million 0.03% of portfolio
19,195
Q2 2025 Reduced 2.96%
$16.9B
$1.13 Million 0.03% of portfolio
3,596
Q2 2025 Reduced 34.13%
$3.09B
$1.19 Million 0.03% of portfolio
25,083
Q2 2025 Added 8.62%
$89.4B
$1.33 Million 0.03% of portfolio
2,655
Q2 2025 Added 13.32%
$142B
$1.23 Million 0.03% of portfolio
4,621
Q2 2025 Added 10.29%
$78.6B
$1.51 Million 0.03% of portfolio
3,602
Q2 2025 Added 0.95%

Summary

  • Portfolio
  • No. of Stocks 984
  • Current Value $4.37 Billion
  • Prior Value $3.85 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 361 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 202 stocks
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email